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Michael Kendall McCormick

Householder Group Estate & Retirement Specialists

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About Michael Kendall McCormick

Michael McCormick is a financial advisor with Householder Group Estate & Retirement Specialists. Michael has been in the financial services industry since 1999. Michael specializes in retirement planning, portfolio management, and educational seminars. Michael is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Michael is a dedicated financial advisor who is committed to helping clients achieve their financial goals.

Firm Information

Michael McCormick is currently registered with Householder Group Estate & Retirement Specialists. Householder Group Estate & Retirement Specialists is a Scottsdale, AZ-based firm with 16 licensed agents and 16 investment advisor representatives. The firm provides financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. They manage approximately $287.8 million in assets for 1,804 clients. The firm participates in wrap fee programs and has a strong focus on retirement planning.
Householder Group Estate & Retirement Specialists

8985 E. BELL ROAD

SCOTTSDALE, AZ 85260

$287.78M

Assets Under Management

Not reported

Total Clients

40

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Portion of third party manager fees

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Michael McCormick’s Registration & Firm History

NV

05/21/2020 - Present

Householder Group Estate & Retirement Specialists (Mesquite NV)

UT

07/27/2009 - 11/06/2013

SECURITIES SERVICE NETWORK, INC. (KANAB UT)

CA

10/31/2005 - 07/29/2009

SAGEPOINT FINANCIAL, INC. (FULLERTON CA)

AZ

08/07/2002 - 10/31/2005

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

MN

08/23/1999 - 08/05/2002

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

08/23/1999 - 08/05/2002

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 08/30/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Kendall McCormick.
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